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Setup shared resource in NZ
Locate e-resource using search query for Electronic Collections (see recommended query) in the CZ logged into the NZ admin instance.
- Activate the new e-resource (see Activating Electronic Resources). (do we want a standardized public name for shared e-resources i.e. EBSCO Academic Search OR Academic Search, Elsevier Science Direct or Science Direct, ProQuest ABI/Inform OR ABI/Inform)
- Uncheck Mark Bib as suppressed to include the Descriptive Record in the NZ.
- Check Activate this electronic collection service and Mark service available and click the Next button.
- Click Next on the Service Linking Parameters page- do not fill in parameters on this page.
- Activate the portfolios, there are 3 options. (See SDLC e-Resources for which option is necessary). (FIX WORDING HERE)
- Activate All -Activation of the complete electronic collection with no selection of portfolios (examples EBSCO, ProQuest, Gale, JSTOR).
- Activate electronic collection and selected portfolios via Excel file upload (examples Sage, Project Muse, Wiley, Elsevier, Springer) .
- Update e-resource using Excel file and directions for Bulk Loading.
- Recommended data needed from vendor
- ISSN or ISBN and TITLE
- Full Text Coverage in either YYYY/MM/DD or YYYY/VOLUME/ISSUE
- ISSN or ISBN and TITLE
- Manual activation - activate electronic collection and manually select portfolios (examples AIP). (LIST MORE RESOURCES HERE)
- Activate the e-resource and once processed, search for new e-resource in NZ.
Locate e-resource in the NZ and set up Group Settings for libraries subscribing to central e-Resource.
See list of subscribed libraries in SDLC's Subscription Log and send message to libraries who wants to share e-resource. (Tech Services list serv or designated contact for each library??? In SFX, there was a specific group emails were sent, do the same in Alma???)
Click on Edit Service.
- add internal note indicating if e-resources is Opt-in or ECC.
- Click on Yes on Activate new portfolios associated with service automatically? if necessary for this e-resource.
- Cick on Group Settings tab to add instances sharing e-resource.
- Click on Add Settings for Group, choose the Group name that matches the library name.
Each instance added in Group Settings needs Proxy set to Yes.
- If needed, add Linking Parameters for each library and Save Settings.
Linking parameters must be entered for each Group Setting not the Linking Information tab.
- Linking parameters will not migrate from SFX and must be re-entered post-migration
- Test new e-resource
- Test shared e-resources from CO IP range -connect via VPN.
- At e-resource page, click on View It.
- Resource should appear in the Alma menu and after clicking on e-resource name, proxy login page for library should appear.
- Set up Provider-Neutral Records (Alma's Electronic Collection Records)
- Set up Shared Acquisitions: See Ordering the e-resource steps are located in Shared e-Resources (ECC and Opt-in) - Shared Acquisitions (may need to link to Acquisitions policy-look for overlap or copy steps?)
Action log
Section | Point Person | Expected Completion Date | Last action taken | Next action required |
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Articulate the need for the policy (background) |
| 8/23/2016- ERM Task Force discussed the ERM policy and procedures outline and assign a policy to a task force member. Jessica assigned the policy and procedures for shared resources in Alma. | Draft for Shared Resources due September 30th. Send draft to Tech Service Working Group Leads | |
Rough Draft for Shared Resource policies and procedures |
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ERM Task Force meet to discuss rough draft of policies and see if there is any feedback from the Working Group Leads | | |||
Send rough drafts of policies to Tech Services-discuss policies in Open Forum. Ask for feedback from working group. | | |||
Final "live" Draft for Shared Resources is due | Jessica Hartwigsen |
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ERM Task Force meet to discuss final drafts of polices and see if any feedback from the Working Group Leads | Jessica Hartwigsen |
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Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date